WHY IS THIS A GREAT OPPORTUNITY?

JOB DESCRIPTION

~RIA/Multi Family Office based in the Northeast seeks Senior Wealth Advisor to expand their offerings in Southeast Florida. ~Lead organizational build-out, source referrals from existing local client relationships and network with local centers of influence to onboard new clientele. ~Oversee comprehensive wealth management advisory serviced from the home office including investment advisory, income tax planning, family governance, philanthropic advice, business succession, cash flow analysis, and estate planning.

QUALIFICATIONS

~Track record of business development success required. ~No portable book of business necessary.